Financial Advisor Marketing Podcast

What if you have a simple, proven, and reliable formula for creating content that generates high-quality leads? Do you think you’d be able to make more money, create more freedom (to spend however you see fit), and grow less overwhelmed by the difficulty of growing your business? Well, there’s only one way to find out: I get tactical in today’s show, and reveal a proven three-step formula for lead-generating content. If you can’t create better content that’s more effective at driving leads to set appointments with you after listening to today’s show, there’s a deeper threat to your business.  Listen now. Show highlights include: How financial advisors subconsciously sabotage their business’s success without realizing it (and the only way I’ve discovered to prevent this from happening to your business) (5:35)  The “3S” content creation formula that’s as simple as it is effective at filling your calendar with high-quality appointments (5:49)  How creating content around fictional characters can actually fill your calendar with more real leads than real characters and clients can (and it doesn’t violate any compliance laws) (6:47)  The persuasion trick to make your prospective clients see themselves in any story you tell - even completely made-up stories (8:19)  How to segue into a pitch for your financial services without coming across salesy or like an amateur marketer (11:39)  3 examples of how financial advisors can follow this proven three-step content creation formula and get high-quality leads by next week (12:21)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

Most people treat making money as if it's magical fairy dust that falls from the sky. It sounds silly, but it’s painfully true. They think degrees, certifications, and other external factors are responsible for their wealth… and this leaves them terribly disconnected from this fact: Making money is a skill, which, like other skills, can be honed and improved over time. It’s really no different from setting new PRs in the gym, learning a new tune on the guitar, or leveling up in a video game. The difference? In the latter, people give themselves time, focus, and freedom from their fear to grow their skillsets. But 99% of people throw these necessary ingredients out of the window when it comes to the skill of making money. After listening to today’s show, you’ll know what 99% of people don’t understand about making money, and how you can be in the 1% of people who do. Listen now. Show highlights include: Why being a former athlete gives you an unfair advantage at wealth accumulation (even if you were only an athlete in high school) (1:12) How to understand more about making money than 99% of people just by tuning in at (5:28) The weird way advisors routinely cut their income in half without realizing it (6:06) How striving to be the Michael Jordan of financial advice puts a hard ceiling on your wealth (even if this seems counterintuitive) (14:11) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Does your financial advice business actually give you the life you want? Or are you like most advisors who create a business only to realize you’ve enslaved yourself for less money than a full-time job would pay you? If your business isn’t giving you the lifestyle you dreamed about as a kid, you’re doing something seriously wrong.  That’s the bad news.  The good news? In today’s show, I share the 5 things I do that allow me to only work 10 hours per week without sacrificing any revenue.  If you want to make more while working a fraction of what you work today, listen now. Show highlights include: How I went from being a loser who couldn’t land a single full-time job after 100s of interviews… to working only 10 hours per week and spending most of the workweek at the beach with sand between my toes (3:06)  2 areas of your health that will directly lead to more zeroes in your bank account when you optimize them (13:23)  How to strategically go about deleting hours from your workday without sacrificing ANY revenue from your business (16:57)  The unconventional “Sprinter Secret” for significantly reducing the hours you work each week in a hurry (19:10) The weird way multitasking makes your workday longer with nothing to show for it (19:41)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

I recently made a big, fat, rookie mistake in an advertising campaign. The mistake?  I tried to justify an objection I imagined my ideal customers had… except they didn’t have this objection and the advertising copy completely backfired on me.  But you know what? Since I suffered the humiliation of this mistake, you don’t have to. When you listen to this episode, you’ll hear the full story about this foolish mistake, including the exact marketing and persuasion laws I violated.  Best part? After listening to this episode, you might even be able to double what you currently charge to your clients. Listen now. Show highlights include: The weird way the chart of my progressing grip strength can teach your business about achieving slow, steady, and consistent growth (1:37) How I made more from one email campaign than most advisors can even dream about making in an entire year (5:32)  Please learn from this foolish advertising mistake I recently made with a campaign so you don’t repeat it. Listen to (10:16)  How “over-persuading” can cause an almost closed client to ditch you for your biggest competitor (12:03)  The “state it and shut up” secret for turning your exorbitant prices into a reason prospective clients want to hire you (13:53)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

Get ready to shake up your perspective on financial success! Young advisors can leapfrog decades of experience in just one year. Beware of lifestyle inflation that can sap your ambition. Discover why setting lofty goals, even if you miss them, can be more rewarding than playing it safe. Learn the art of calculated risk-taking for lasting rewards and the importance of building a solid foundation for future success. This podcast delivers insights to help you escape the comfort zone and thrive in the financial world!

Advisors who rely on artificial intelligence for their marketing are accidentally sacrificing their business, career, and wealth for average results by definition.  But wait - there’s more! Not only is AI planting the seeds to your business’s destruction…  but it’s also literally stealing your mind and cognitive functions. I’m not just making this up either: MIT recently proved this.  That said, there is a sliver of good news in the AI craze:  Simply not using it will make you stand head and shoulders above the rest of the industry.  If you want to keep your brain, get better marketing results, and leave the rest of the advisors in the dust, listen now. Show highlights include: The “dishwater secret” for using artificial intelligence in a way that won’t scare off prospective clients (0:44)  How having this one insidious desire, which is rampant among advisors who use AI, will gradually bankrupt your business… until, one day, it goes poof! (1:55)  How the “Contrast Effect” makes your marketing instantly look more impressive, persuasive, and valuable (even if you’re not the best marketer) (2:48)  3 simple ways to make your marketing stand out from almost every other advisor on the face of the earth (4:52)  This MIT study alone will scare you away from ever using AI for marketing again (8:59)  Will AI cause a serious spike in dementia? It’s hard to tell, but the research data is damning… (11:25)  Why it’s impossible for advisors who use AI to be in the top 1% of advisors (12:33)  A real life LinkedIn example of why human marketing will always beat AI marketing (14:15)  Since you listen to this podcast, I want to give you a gift:  If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free. 

I had a slimy experience with a popular mattress company after they didn’t honor my warranty (even though I was within their 10-year warranty period).  And, oddly enough, it reminded me of financial advisors like you. Especially those who are worried about being commoditized by their clients.  So, my misfortune is your gain… In today’s show, you’ll discover all the various ways you can prevent your financial advice business from becoming commoditized.  Listen now.  Show highlights include: How to get more clients by offering them less than your competitors (1:39)  2 anti-commodity lessons for financial advisors from my poor experience with the warranty on my mattress (3:44) The unsexy secret for dominating the financial advisor industry to the point where you don’t even have to think about your competitors (6:50)  The “S-word” that prevents your clients and prospective clients from thinking of your financial advice as a commodity (11:57)  Here’s one of the biggest differences in behavior I’ve seen between wildly successful financial advisors and mediocre ones (12:28)  3 more “obvious” yet overlooked ways to avoid becoming a commodity (18:23)  Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I’ll send you a collection of seven “objection busting” and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Get ready for some tough love as the host reveals 15 glaring signs that could spell doom for financial advisors. Discover the mindset traps that hold many back and the one word that predicts success with alarming accuracy. Learn why compliance fears can sabotage your business and why hunting for quick wins often leads to failure. Plus, uncover the traits of ego and resilience that can make or break an advisor's career, emphasizing the need for personal growth and strategic focus in the journey to thrive.

Discover astonishing insights from analyzing 2,670 marketing emails! Uncover the secrets behind high-converting emails and why breaking traditional subject line rules can skyrocket open rates. Learn why an increased unsubscribe rate might not be as bad as it seems. Find out the critical emotional ingredients your emails need for better engagement and why overloading them with value could hurt conversions. Plus, hear about surprising personal mistakes that reveal crucial lessons for effective marketing.

Many financial advisors hit a $250K revenue ceiling and don't know how to break free. The podcast reveals three crucial metrics needed for growth and explains why being busy can hinder success. It introduces leverage in marketing as a key to expansion and shares six growth patterns developed from extensive advisor experience. Listeners also learn about common hiring pitfalls and a productivity hack that saves an entire week each month. Finally, it discusses the importance of surrounding yourself with the right people to reach that $1M goal.